Merging Deals

It would be valuable to be able to merge two or more existing DEALS.  Different people can create a DEAL and building out notes, tasks, etc., and, in fact, it turns out to be one big DEAL rather than several small ones.  The ability to MERGE them, while retaining all history, notes, etc. would be valuable.  Otherwise we have to manually agree which *one* will be our "master" going forward.  THANKS!

HubSpot updates
89 Replies
Oirema
New Member

Upvote, it would be very, very useful!

tobiasP
New Contributor

An option to merge existing deals is definitely needed. This should not be missing in a CRM.

IT-Blocks
Visitor

you must add this needed featurer

Claudia_Lab
Occasional Contributor

This would be a very valuable feature. It could be even more valuable if it were possible to merge the deals based on a duplicate custom property. We have unique identifiers we use, and when multiple deals are created with that same unique identifier, we receive no notification or warning that a similar deal already exists. This negatively impacts customer reporting and skews the numbers. 

 

In a perfect world, I think we should be able to export deals, locate the duplicates, overwite the Deal IDs so that the two duplicates match and are then merged upon import. 

jglogowski
New Contributor

Hi Hubspot!  Our team could also really benefit for being able to MERGE DEALS!  Would love to hear if this is an enhancement you are considering so that we can adjust the processes on our end if necessary.  

Evans4316
Regular Contributor

This idea was submitted over a year and a half ago with no response from Hubspot.  Any idea when it will be made a reality?

 

Is there any reason that it hasn't progressed at all?

 

 

 

 

HubSpot Product Team
HubSpot Product Team
updated to: In Planning

This is currently in planning! We'll post again here once we have more information for you, but we hear your request Smiley Happy

Thefunnelmaster
Occasional Contributor

It would make the sales team's life way easier if this feature was in place.

Glad to hear it's in the works!

Thomas_Vanguard
Regular Contributor

This would be so valuable.

 

Often a client will be asked to quote on a job from multiple contacts and as this becomes apparent they need to merge this into one.

timfresen
Occasional Contributor

This would indeed be a useful feature. Especially after a data migration, allowing for a quick implementation of Hubspot without spending too much time on checking whether you're deleting the right deal.